PKF Investment Banking Closes Sale of Nashville Sheet Metal to Heritage Holding

PKF Investment Banking Closes Sale of Nashville Sheet Metal to Heritage Holding

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The sale of Nashville Sheet Metal marks the third HVAC sell-side M&A transaction that PKF Investment Banking closed since the beginning of 2026

PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O'Connor Davies, one of the nation's largest accounting, tax and advisory practices, announced today the successful close of the sale of Nashville Sheet Metal, LLC ("Nashville Sheet Metal" or the "Company") to Heritage Holding ("Heritage"). PKF Investment Banking served as the exclusive financial advisor to Nashville Sheet Metal in connection with the transaction.

"We are proud to have advised Nashville Sheet Metal on its sale to Heritage Holding," said Alberto Sinesi, Managing Director & Co-Head at PKF Investment Banking. "The Company's fabrication and installation capabilities are market-leading in the Mid-South and will complement Heritage's nationwide operations in commercial HVAC. We appreciate the opportunity to support Dexter Cross, the Company's President, and his management team through this transaction."

Founded in 2003 and based in Nashville, Tennessee, Nashville Sheet Metal provides sheet metal services to commercial and industrial customers throughout Tennessee and the greater Mid-South region. The Company's capabilities include HVAC ductwork, custom design, specialty component fabrication and installation. Nashville Sheet Metal operates a full-service union fabrication shop within Nashville with an emphasis on quality, service and safety.

Heritage Holding is a Boston-based private equity firm with $550 million of committed capital that has completed over 60 acquisitions since its founding in 2015, with a core focus on founder-owned essential B2B services companies, including HVAC.

"PKF Investment Banking provided invaluable guidance in helping us navigate the sale process and evaluate the right path for Nashville Sheet Metal," said Dexter Cross, President. "We look forward to working with Heritage Holding as we continue serving our customers and investing in our people and capabilities."